See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,148 | $89,753+2.7% | $107,525-14.3% | $84,808+8.7% |
| Participation rate | 73.9% | 68.1%+5.9pp | 75.1%-1.2pp | 68.3%+5.6pp |
| Annual return | 17.99% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,350 | $3,113+39.7% | $3,754+15.9% | $2,631+65.3% |
| Participant deferral / active EE | $1,790 | $4,056-55.9% | $5,116-65.0% | $4,212-57.5% |
| Admin fee / account holder | $2,606 | $7,222-63.9% | $8,919-70.8% | $7,344-64.5% |